Reserve your spot now and get our exclusive checklist for FREE: “Roth Conversions: Minimize RMDs and Maximize Tax Efficiency”
SAVE THE DATE:
TUESDAY 25TH NOVEMBER 2025
AT 6:00 PM ET
PLATFORM: ZOOM
**By clicking this box, you indicate that you have read and accepted the privacy policy and terms of use, and that you agree that we may store the data you submit through the form and regularly send you information about new communications, publications, and promotions. Your data is protected and will not be shared with anyone. You can unsubscribe at any time. In this free webinar we will show you, in a simple and summarized way, Roth Conversions: Minimize RMDs and Maximize Tax Efficiency.
The points we will talk about are:
1) Distribution control strategy: RMDs optimization and maximum fiscal flexibility.
2) Strategic Tax Rate Arbitrage: Paying Less Now to Avoid More Later.
3) The Multi-Generational Benefit: Creating a Tax-Free Inheritance.
This free webinar is perfect for both seasoned investors and those looking to stay informed.
Additionally, our CFP®, specializing in retirement planning, will be available to answer all your financial questions.
Alonso Rodriguez Segarra CFP®
Founder & CEO Advise Financial
advise-financial.com
Alonso Rodriguez Segarra is a “CERTIFIED FINANCIAL PLANNER™” named by Investopedia among the Top 100 Financial Advisors in the USA with more than 20 years of experience. His specialty is helping those people who want to plan for their retirement or optimize their retirement, with Hourly Financial Planning always looking for the best for his clients, under fiduciary criteria.
